Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$750K Sell
2025
Q1
$1.34M Buy
2024
Q4
$869K Sell
2024
Q3
$1.16M Buy
2023
Q2
$341K Sell
2023
Q1
$436K Buy
2022
Q4
$465K Sell
2022
Q3
$512K Sell
2022
Q2
$588K Sell
2022
Q1
$685K Buy